Join us for a power-packed episode with Brian George, a Navy veteran turned Financial Advisor, as he shares insights on optimizing legacies. From his military roots to managing IT projects, Brian’s journey led him to found Charitable Planning Network LLC in 2021.
Discover how Brian’s strategic financial solutions help clients secure legacies for heirs and communities, saving on taxes and growing portfolios. Uncover the unique blend of military precision and financial acumen in this compelling conversation with Brian George.
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